Legacy Consulting Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plano, TX. Its latest Form ADV filing, dated March 11, 2026, reports $379M in regulatory assets under management, 4 employees, and 516 accounts.
Assets Under Management
$379M
Employees
4
Offices
--
Total Clients
209
Primary office
PLANO, TX
5340 LEGACY DRIVE, STE 165, PLANO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.5% of total clients.
Top client categories% of clientsClients
1
HNWI
67.5%
141
2
Individuals
27.3%
57
3
DONOR-ADVISED FUND
2.9%
6
4
Charitable
1.0%
2
5
Corporations
1.0%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$379Mas of March 11, 2026
Discretionary96.7%
$366M
97% of total RAUM96.7%
Non-discretionary3.3%
$12M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$379M
Total Accounts516
10Y AUM Change+$215M (+131.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee52:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.